UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN vs Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan compare

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN

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Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Fund	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Investment Plan	Growth	Growth	Growth	Growth	Growth
Level of Risk	Low	Low	Low	Low	Very High
Asset Size (Cr)	₹9 Cr	₹9 Cr	₹9 Cr	₹9 Cr	₹37 Cr
Min Investment	₹10000	₹10000	₹10000	₹10000	₹5000
Min SIP Invesment	₹200000	₹0	₹200000	₹200000	₹250
Min Addl Investment	₹1000	₹1000	₹1000	₹1000	₹1000
Launch Date	15 Jun 2007	15 Jun 2007	15 Jun 2007	15 Jun 2007	03 Oct 2017
Category	FMP	FMP	FMP	FMP	ELSS
Fund Type	Close Ended	Close Ended	Close Ended	Close Ended	Close Ended
Benchmark	CRISIL Liquid TRI	CRISIL Liquid TRI	CRISIL Liquid TRI		NIFTY SMALLCAP 100 TRI
Turn Over	%	%	%	%	11%
Expense Ratio	0.03	0.03	0.03	0.03	1.42
Manager					Dwijendra Srivastava
ISIN Code	INF789F01GE7	INF789F01GE7	INF789F01GE7	INF789F01GE7	INF903JA1AX5
Exits Load	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	UTI Quarterly Interval Fund - I - Growth charges 1.0% of sell value;. There are no other charges./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Month	0.44%	0.44%	0.44%	0.44%	-2.92%
6 Month	3.01%	3.01%	3.01%	3.01%	15.88%
1 Year	6.52%	6.52%	6.52%	6.52%	1.51%
3 Year	6.18%	6.18%	6.18%	6.18%	20.28%
5 Year	4.83%	4.83%	4.83%	4.83%	32.05%

SIP Return Analysis

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
6 Month	-	-	-	-	5.89%
1 Year	2.23%	2.23%	2.23%	2.23%	6.57%
3 Year	4.92%	4.92%	4.92%	4.92%	15.88%
5 Year	5%	5%	5%	5%	21.71%

Rolling Lumpsum Returns

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
1 Year	6.94%	6.94%	6.94%	6.94%	10.71%
3 Year	7.28%	7.28%	7.28%	7.28%	24.04%
5 Year	7.63%	7.63%	7.63%	7.63%	23.32%

Risk Management

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Standard Deviation	0.342%	0.342%	0.342%	0.342%	15.83%
Sharp	-2.589%	-2.589%	-2.589%	-2.589%	0.92%
Beta	-	-	-	-	0.76%
Alpha	-	-	-	-	0.19%

Fund Managers

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Name					Dwijendra Srivastava
Total AUM					₹14140 Cr
Funds Managed					14
	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

Market Cap

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	100	100	100	5.18
Small Cap	-	-	-	-	87.54
Mid Cap	-	-	-	-	7.28

Sector Allocation

Scheme Name	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN	Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
Others	100	100	100	100	5.18
Communication Services	-	-	-	-	7.61
Basic Materials	-	-	-	-	11.9
Financial Services	-	-	-	-	23.21
Technology	-	-	-	-	5.35
Consumer Cyclical	-	-	-	-	15.39
Healthcare	-	-	-	-	10.23
Industrials	-	-	-	-	19.08
Real Estate	-	-	-	-	2.04